Phil Walker

VP of Strategic Partnerships, Retirement Strategies Division at Finance of America Reverse; Financial Planning Author

Travels From Travels From:
Fresno, CA, USA
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Phil Walker Biography

Phil Walker is the Vice President Strategic Partnerships for Finance of America Reverse.

He has over 30 years’ experience in financial services working many years as a financial advisor for Morgan Stanley Smith Barney and Merrill Lynch. Walker is the author of, “The Boomer Effect” which was published by FA Magazine and discusses the last major economic impact the baby boomers will have on our economy, Medicaid, and millions of families across the country. He is also the lead author of “To Reduce the Risk of Retirement Portfolio Exhaustion: Include Home Equity as a Non-Correlated Asset in the Portfolio”, published in the Journal of Financial Planning Dec 2021. This breakthrough study dramatically reduces the impact of volatile markets on retirement plans.

Walker is a verified Researcher by ResearchGate. He is a regular speaker at the FPA Annual conference, FPA Chapters from coast to coast, NAPFA, and FA Magazine’s annual Symposium.

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Speaker profile last updated by AAE Talent Team on 02/01/2024.

Phil Walker Speaking Topics

  • Preparing for the Rebound - A New Discovery in Risk Reduction

    Recently published in the Journal of Financial Planning, this breakthrough withdrawal strategy dramatically increases portfolio growth, reduces risk 7x, and can even allow retirees to safely increase their withdrawal rate to counter hyper-inflation. This study represents a paradigm shift in the way the financial planning world thinks about debt for mass affluent investors.

Phil Walker Videos

  • Phil Walker 2022 FPA Houston Symposium Highlights
    Author Phil Walker introduces a breakthrough in financial planning.

FAQs on booking Phil Walker

  • How do I book Phil Walker to speak at my event?

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  • What are the speaker fees for Phil Walker

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  • What topics does Phil Walker speak about?

    Phil Walker is a keynote speaker and industry expert whose speaking topics include Aging, Authors, Business, Economy, Finance, Leadership.
  • Where does Phil Walker travel from?

    Phil Walker generally travels from Fresno, CA, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
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Phil Walker is a keynote speaker and industry expert who speaks on a wide range of topics such as Preparing for the Rebound - A New Discovery in Risk Reduction. The estimated speaking fee range to book Phil Walker for your event is $30,000 - $50,000. Phil Walker generally travels from Fresno, CA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Rupal J. Bhansali, Maddy Dychtwald, Sallie Krawcheck, Vikram Pandit and Terry Savage. Contact All American Speakers for ratings, reviews, videos and information on scheduling Phil Walker for an upcoming live or virtual event.

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